Brett Rosen is an advisor with Edge Wealth Management, LLC in New York, NY. He has held Series 63 and Series 65 licenses and has been active in the industry since 1991. His experience includes over 30 years with Massachusetts Mutual Life Insurance Company and more than 17 years at Edge Wealth Management. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management and limited financial planning services. The firm customizes portfolios using a fundamental analysis approach across various asset classes and maintains a relatively small client base with approximately $827 million in assets under management.

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

Michael Trapp is a financial advisor at Avestar Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Avestar Capital serves a range of clients including private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporations. The firm offers portfolio management, financial planning, due diligence, and family office services, combining internally managed ETF strategies with third-party model portfolios and providing access to proprietary private funds, special purpose vehicles, and customized private equity and hedge-fund opportunities.

Paul Elliot is a CFA® charterholder with 47 years of industry experience. He has been with ELCO Management Company, LLC since 1995 and worked previously at Bruderman Brothers, LLC. Based in New York, he holds the Series 63 designation. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various strategies and manages private pooled vehicles and separately managed accounts.

Robert Ostrower is a financial advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at American Express, Sony Corporation of America, and Wheels Up. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include the use of derivatives and hedging as part of its global long/short small-cap investment approach.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of experience in the financial industry. He is the principal of Satovsky Asset Management LLC, where he has worked since 2007, and he also has been affiliated with Purshe Kaplan Sterling since 2009. Satovsky is the author of the book "Your Rich Life" and hosts a podcast focused on industry insights. He volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and emphasizes goals-based planning, tax-efficient portfolios, and low-cost, often passive investment strategies, while maintaining flexibility to include structured notes, private placements, and third-party managers.

Frank Davidson is a financial advisor at ARCH Global Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc. and Prudential Financial Planning Services. Outside of advisory work, he is involved in insurance sales and related activities. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses customized portfolios with ETFs, equities, and mutual funds, and may utilize options and margin to pursue specific objectives.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.

Matthew Jampole is a financial advisor at Gagnon Securities, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities and Herzog, Heine, Geduld, Inc. since 2000. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation and operates both advisory and broker-dealer platforms, including affiliated pooled vehicles and partner funds.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Revere, Xu was affiliated with Revere Securities LLC and has academic experience at New York University and the University of California at Irvine. Revere Wealth Management LLC is a seven-advisor team managing approximately $78 million across 101 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using a research-driven approach that integrates fundamental, technical, and macro analysis tailored to client objectives.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Russell Bailyn is a financial advisor at Premier Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he owns a marketing and professional networking business. Premier Wealth Advisors, LLC serves individuals, corporations, and other entities with financial planning, investment consulting, and wealth management services. The firm employs a core/satellite investment approach, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios according to client risk tolerances.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a year at RVW Wealth LLC. Waxler is also the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of services including portfolio management, financial planning, and family office solutions. The firm uses both fundamental and technical analysis to manage portfolios and integrates its affiliation with Roth & Company LLP into its service model.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Philip Perry is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over two decades at Signature Securities Group Corp./Signature Bank before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs discretionary account management with documented Investment Policy Statements, utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.